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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Oaktree Specialty Lending Corporation (OCSL)
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- View Questions on OCSL
Schwab US Dividend Equity ETF (SCHD)
- View SCHD Profile
- View Questions on SCHD
Blue Owl Capital Corporation (OBDC)
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- View Questions on OBDC

Q: Hi 5i Team,

I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?

SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?

Finally what are the tax implications for a Canadian holding these investments in a non-registered account?

Thanks for the Great Service and Happy Holidays!

Colin

Read Answer Asked by Colin on January 01, 2025

Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Read Answer Asked by Austin on December 22, 2024

Blue Owl Capital Corporation (OBDC)
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Q: Blue Owl's share price was on a good up trend from last November until the end of May 2024, when it turned south. It has been declining since then. Can you identify what caused it to decline at that time? And what do you see happening with the share price going forward? Many thanks for your excellent service.

Read Answer Asked by Leonard on August 21, 2024

Q: Hello,

If you had to chose between OWL vs ARCC, which would you chose. Thanks

Dave

Read Answer Asked by David on March 22, 2024

Q: Please compare the first two with BAM. Seems they have much higher dividends, and lower valuation. Would you comfortable to pick one today for a long term investing? Thank you!

Read Answer Asked by David on January 24, 2024

Blue Owl Capital Corporation (OBDC)
- View OBDC Profile
- View Questions on OBDC

Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

Read Answer Asked by DANIEL on September 14, 2023

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